+17.1%
NXPI vs WM
+52.1%
-35.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.5% |
| 7D | +1.9% | -0.3% | +2.2% | +2.0% |
| 30D | -1.4% | -2.4% | +0.9% | -1.0% |
| 3M | -29.1% | +0.4% | -29.5% | -29.7% |
| 6M | +6.2% | -9.5% | +15.7% | +8.6% |
| YTD | +5.9% | +0.5% | +5.4% | +4.7% |
| 1Y | +2.9% | -1.1% | +4.0% | +2.1% |
| 3Y | +14.5% | +46.0% | -31.5% | -3.5% |
| All | +17.1% | +52.1% | -35.0% | -8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling